Investment PlanningStay a step ahead and work towards you financial goals. Our Investment is in Your SuccessWhether you are developing an initial investment plan, or have a current plan in place, Affinity Investment Services representatives can help you develop your strategy and create a customized portfolio based on your objectives and risk tolerance. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.Contact a Financial Consultant Comprehensive StrategiesWith all of the investment products available in today's marketplace, making choices may seem overwhelming to many investors. Your Financial Consultant serves as a skilled guide and helps you make informed decisions. We offer access to a full array of investment choices from the nation's leading mutual fund complexes, insurance companies and institutional money managers. Our Financial Consultants offer a wide selection of products, including: Mutual Funds and Exchange-Traded Funds Unit Investment Trusts Fixed and Variable Annuities Stocks Bonds Managed Accounts Life Insurance Long Term Care Insurance Regular account reviews with your Financial Consultant will let you know how your portfolio is performing, and whether your investments are still consistent with your long and short-term financial goals.Contact a Financial Consultant Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Federal Credit Union, and may also be employees of Affinity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
